Attracting financial advisors to commercial real estate investment offerings like those from Shopoff Realty Investments requires more than traditional marketing. Innovation and creativity are key. Developing high-quality offering materials that tell your firm’s investment story, creating non-product reports that highlight industry insights, and producing engaging video content that allows advisors and investors to virtually tour assets are essential to staying top of mind and driving meaningful conversations.
High-quality offering materials are essential for helping advisors and investors clearly understand your alternative investment products.
A recent Cerulli survey revealed that advisors need more education on alternative investments, highlighting a key opportunity for sponsors to enhance their materials. By incorporating an educational component into your offering materials, you bridge the knowledge gap, ensuring that advisors and investors fully grasp the product’s benefits rather than assuming familiarity. In addition, materials should tell the story behind your firm’s offerings and emphasize what sets your products apart from others in the market. This approach not only educates but also strengthens your firm’s positioning in a crowded space.
Video is a powerful tool to effectively educate advisors and investors, offering a dynamic way to convey complex concepts and engage audiences.
By incorporating video into your marketing strategy, you can bring your investment offerings to life, providing virtual tours of properties or showcasing key aspects of your portfolio without the need for in-person visits. This not only saves time but also allows advisors and investors to get a real sense of the value and potential of your offerings. High-quality videos build trust, enhance understanding, and create a more personal connection with your audience, making your firm stand out in the alternative investment landscape.
Creating non-product-related reports is an essential strategy for alternative investment firms to educate and engage financial advisors without overtly promoting their products.
These reports allow your firm to provide valuable insights on market trends, regulatory updates, and broader investment strategies, positioning you as a trusted resource rather than just a product provider. By offering educational content that speaks to the needs and challenges advisors face, you build trust and help keep your firm top of mind with advisors, which can lead to increased interest in your alternative investment solutions.
Our approach is customizable. We can collaborate with your in-house marketing team, take on a single smaller project, or create a comprehensive plan for all your marketing. We adapt our marketing to our clients’ needs.
In a 15-minute exploratory call, we’ll discuss how Marketing Intent can collaborate with your team to support your capital-raising efforts.
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